fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

New Resources: Mortgage Refinancing Flowchart & Sudden Wealth Event Checklist


Resource Additions, Announcements

We’re excited to announce two new resources this month to help you be more diligent in the planning process.  Details are below:

New Flowchart: Should I Consider Refinancing My Mortgage?

When interest rates decline, mortgage refinancing becomes a particularly popular topic. However, there are several other good reasons for clients to consider refinancing, including an increase in their credit score or home value, or the availability of more favorable loan terms. Each client’s situation is unique, and many factors must be considered before making the decision to refinance.

New Checklist: What Issues Should I Consider If I Experience A Sudden Wealth Event?

Clients can experience a variety of wealth events that lead to a financial windfall, including the sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement. An increase in wealth, especially when unexpected, large, and/or sudden, requires thoughtful planning. This is a critical time to provide guidance and value to your clients, and offers a unique opportunity to make a significant positive impact.

If you are a member, review these resources in our membership and:

  • Proactively reach out to current clients for planning opportunities
  • Proactively reach out to prospective clients as a touchpoint
  • Deluxe members create your own custom branded resources and share on your blog and newsletter
  • Deluxe members incorporate your custom branded resources into your marketing (learn more here)
  • Premier members can complete interactive versions of the checklists and integrate with Redtail (learn more here)

If you are not a member, you can view a sample checklist or sample flowchart and get a membership here. Then, take the steps listed above for our current members! 

See our Summary Resources Guide, which shows all the resources. 

As always, we welcome feedback from advisors who are having these conversations with their clients. How can we improve these resources? We want to hear from you. And if you have an idea for a resource, let us know.



To diligent planning,



The fpPathfinder Team

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
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— Andy, an advisor in Florida
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— Ray, an advisor in California
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— Phillip, an advisor in North Carolina
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
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